Aberdeen Group plc Purchases 204,195 Shares of MSCI Inc $MSCI

Key Points

• Aberdeen Group increased its MSCI stake by 321.6% in the third quarter, buying 204,195 shares and ending the period with 267,682 shares valued at about $144.2 million.
• Analysts’ consensus rating is “Moderate Buy,” with an average price target of $683.69; recent targets included Wells Fargo’s $720 and Evercore’s $722.
• MSCI beat quarterly earnings and revenue expectations, reporting EPS of $5.11 and revenue of $892 million, with revenue up 12.4% year over year. The company also declared a quarterly dividend of $2.05 per share.

Aberdeen Group plc grew its position in shares of MSCI Inc (NYSE:MSCI - Free Report) by 321.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 267,682 shares of the technology company's stock after buying an additional 204,195 shares during the period. Aberdeen Group plc owned 0.37% of MSCI worth $144,190,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Burkett Financial Services LLC boosted its stake in MSCI by 200.0% in the 3rd quarter. Burkett Financial Services LLC now owns 48 shares of the technology company's stock worth $26,000 after purchasing an additional 32 shares during the period. Latitude Advisors LLC bought a new stake in shares of MSCI during the third quarter valued at about $26,000. Ancora Advisors LLC bought a new stake in shares of MSCI during the second quarter valued at about $27,000. Compound Global Advisors LLC purchased a new stake in shares of MSCI in the second quarter worth about $34,000. Finally, Washington Trust Advisors Inc. purchased a new stake in shares of MSCI in the second quarter worth about $41,000. Institutional investors own 89.97% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on MSCI shares. Jefferies Financial Group reaffirmed a "buy" rating and set a $680.00 price objective on shares of MSCI in a research note on Wednesday, October 21st. Rothschild & Co Redburn increased their target price on shares of MSCI from $670.00 to $680.00 in a research note on Monday, October 26th. Wells Fargo & Company increased their target price on shares of MSCI from $685.00 to $720.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 21st. William Blair set a $680.00 price target on shares of MSCI in a report on Tuesday, October 20th. Finally, Evercore set a $722.00 price target on shares of MSCI and gave the company an "outperform" rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $683.69.

Key MSCI News

These are some of the MSCI news items that stood out recently:

• Neutral Sentiment: MSCI’s November review includes 13 additions and 100 deletions to the MSCI ACWI Index, with changes scheduled for the close of November 30. Among the reported regional changes, LIC, Coforge, Adani Green and Meesho are being added to a key index, while PI Industries is being removed; Taiwan’s weight in three major indexes is also rising. These are routine index rebalances, and the reports do not quantify a direct financial impact on MSCI. MSCI Equity Indexes November 2026 Index Review MSCI November review adds Indian stocks
• Neutral Sentiment: MSCI is dropping Strategy, the corporate bitcoin holder, from its indexes. JPMorgan estimates the change could prompt about $2.8 billion in forced selling of Strategy shares. That estimate concerns potential trading in the excluded company, not a stated loss or gain for MSCI. MSCI is dropping Strategy from its indexes
• Neutral Sentiment: Other reported regional changes include NationGate joining an MSCI index and Indonesia’s Barito Pacific being removed. The articles provide no indication that these constituent changes will materially affect MSCI’s revenue. NationGate to join MSCI Index as seven removed

Insider Buying and Selling at MSCI

In other MSCI news, General Counsel Robert Gutowski sold 2,381 shares of the business's stock in a transaction on Thursday, October 22nd. The shares were sold at an average price of $623.66, for a total transaction of $1,484,934.46. Following the transaction, the general counsel directly owned 14,104 shares of the company's stock, valued at approximately $8,796,100.64. The trade was a 14.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew Wiechmann sold 450 shares of the business's stock in a transaction on Monday, October 12th. The shares were sold at an average price of $570.00, for a total transaction of $256,500.00. Following the transaction, the chief financial officer directly owned 21,644 shares in the company, valued at approximately $12,337,080. The trade was a 2.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.76% of the company's stock.

MSCI Trading Up 1.0%

MSCI stock traded up $6.64 during midday trading on Friday, hitting $658.15. The company had a trading volume of 408,934 shares, compared to its average volume of 680,394. MSCI Inc has a 52 week low of $501.08 and a 52 week high of $681.04. The stock's 50 day moving average price is $584.20 and its 200 day moving average price is $576.62. The stock has a market cap of $47.06 billion, a price-to-earnings ratio of 34.84, a PEG ratio of 2.58 and a beta of 1.20.

MSCI (NYSE:MSCI - Get Free Report) last released its quarterly earnings data on Tuesday, October 20th. The technology company reported $5.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.03 by $0.08. The firm had revenue of $892.00 million for the quarter, compared to analysts' expectations of $887.83 million. MSCI had a net margin of 40.31% and a negative return on equity of 50.69%. The company's revenue for the quarter was up 12.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.47 earnings per share. Analysts predict that MSCI Inc will post 19.59 earnings per share for the current year.

MSCI Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 13th will be issued a $2.05 dividend. The ex-dividend date is Friday, November 13th. This represents a $8.20 annualized dividend and a yield of 1.2%. MSCI's payout ratio is 43.41%.

MSCI Company Profile

MSCI Inc. is a global provider of investment decision-support tools and services for asset managers, banks, insurers, pension funds and other financial institutions. Its offerings include indexes used to benchmark and develop investment products, as well as portfolio risk, performance and attribution analytics. The company also provides environmental, social and governance data and research, climate-related tools, and analytics covering private assets and real estate. These products help clients assess investments, manage portfolios and evaluate risks across public and private markets.

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